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Monthly Archives: February 2007

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Archives for February 2007

Continuous Client Feedback Process

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As part of Truepoint's commitment to client service excellence, we initiated a formal client satisfaction dialogue survey with Wm Law & Associates, Inc. in January 2005. Wm Law & Associates, Inc. is an established consulting firm with a proven record of helping financial services organizations sustain growth and profitability. Commitment

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Truepoint Wealth Counsel is a fee-only Registered Investment Adviser. Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.
Truepoint Wealth Counsel, LLC
9999 Carver Road Suite 200 Cincinnati, OH 45242
513.792.6648
or
800.792.6648